Courage Miller Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Courage Miller Partners’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.3M	Buy	63,950 +1,883	+3%	+$407K	3.51%	9
2026 Q2	$13.2M	Buy	62,067 +893	+1%	+$183K	3.48%	9
2026 Q1	$11.7M	Buy	61,174 +1,602	+3%	+$317K	3.31%	9
2025 Q4	$11.4M	Buy	59,572 +151	+0.3%	+$28.7K	3.44%	9
2025 Q3	$11.3M	Buy	59,421 +1,213	+2%	+$226K	3.38%	9
2025 Q2	$10.6M	Buy	58,208 +1,816	+3%	+$313K	3.35%	9
2025 Q1	$9.8M	Buy	56,392 +5,840	+12%	+$1.04M	3.31%	10
2024 Q4	$8.86M	Buy	50,552 +1,416	+3%	+$256K	3.03%	10
2024 Q3	$8.8M	Buy	49,136 +2,240	+5%	+$383K	2.96%	10
2024 Q2	$7.7M	Buy	46,896 +273	+0.6%	+$44.9K	2.77%	11
2024 Q1	$7.9M	Buy	46,623 +1,187	+3%	+$191K	2.73%	11
2023 Q4	$7.17M	Buy	45,436 +2,519	+6%	+$366K	2.71%	11
2023 Q3	$6.08M	Buy	42,917 +6,852	+19%	+$1.02M	2.49%	11
2023 Q2	$5.4M	Buy	36,065 +1,145	+3%	+$165K	2.25%	15
2023 Q1	$5.05M	Buy	34,920 +4,657	+15%	+$682K	2.14%	15
2022 Q4	$4.27M	Buy	30,263 +4,401	+17%	+$615K	1.97%	17
2022 Q3	$3.29M	Buy	25,862 +919	+4%	+$130K	1.66%	16
2022 Q2	$3.35M	Buy	24,943 +2,587	+12%	+$378K	1.59%	16
2022 Q1	$3.53M	Buy	22,356 +1,923	+9%	+$300K	1.4%	16
2021 Q4	$3.32M	Buy	20,433 +2,618	+15%	+$414K	1.26%	19
2021 Q3	$2.67M	Buy	17,815 +3,030	+20%	+$464K	1.07%	22
2021 Q2	$2.23M	Buy	14,785 +2,735	+23%	+$407K	0.91%	25
2021 Q1	$1.71M	Buy	12,050 +3,120	+35%	+$421K	0.74%	27
2020 Q4	$1.14M	Buy	8,930 +3,700	+71%	+$440K	0.52%	33
2020 Q3	$532K	Hold	5,230	–	–	0.29%	53
2020 Q2	$532K	Buy	+5,230	New	+$504K	0.29%	53

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Courage Miller Partners's RSP Position: Q3 2026 in Review

Courage Miller Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q3 2026, buying an estimated $407K and bringing the position to 63,950 shares worth $13.3M. The position accounts for 3.51% of the portfolio, ranked #9.

Courage Miller Partners first reported a position in RSP in Q2 2020 and has held it in 26 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Courage Miller Partners held 63,950 shares of Invesco S&P 500 Equal Weight ETF worth $13.3M as of Q3 2026.
Courage Miller Partners bought 1,883 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $407K.
Invesco S&P 500 Equal Weight ETF made up 3.51% of Courage Miller Partners's portfolio in Q3 2026, its #9 holding.
Courage Miller Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 26 quarters since.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.